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Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1426
Ritholtz Wealth Management
New York
$996K +$329K +6,538 +53%
1SB
1427
1ST Source Bank
Indiana
$985K -$745K -14,805 -44%
PFBT
1428
Parkside Financial Bank & Trust
Missouri
$979K -$24.7K -490 -3%
DTC
1429
Davidson Trust Company
Washington
$979K -$13.2K -262 -1%
JIC
1430
Joel Isaacson & Co
New York
$977K -$120K -2,387 -11%
FC
1431
Ferris Capital
Massachusetts
$975K – – –
WIC
1432
Whitegate Investment Counselors
New Hampshire
$974K -$60.4K -1,200 -6%
CWM
1433
Centric Wealth Management
Illinois
$974K +$14.2K +283 +2%
WP
1434
WealthSource Partners
California
$970K +$168K +3,339 +22%
FDS
1435
Freedom Day Solutions
Texas
$969K -$29.1K -578 -3%
SP
1436
Successful Portfolios
Florida
$969K +$9.31K +185 +1%
JSL
1437
JT Stratford LLC
Georgia
$967K -$237K -4,716 -20%
HRC
1438
Hoertkorn Richard Charles
$967K -$5.03K -100 -0.5%
NCM
1439
Novare Capital Management
North Carolina
$963K -$26.8K -532 -3%
WAP
1440
Wealthcare Advisory Partners
Pennsylvania
$963K +$25.2K +501 +3%
KFA
1441
Kelleher Financial Advisors
New York
$961K – – –
YIA
1442
YHB Investment Advisors
Connecticut
$959K -$32.4K -643 -3%
TA
1443
Tiedemann Advisors
New York
$959K +$310K +6,153 +52%
WSC
1444
Wellington Shields & Co
New York
$958K -$70.5K -1,400 -7%
FTC
1445
Farmers Trust Company
Ohio
$957K -$24.7K -490 -3%
SWM
1446
Segment Wealth Management
Texas
$957K – – –
BCM
1447
Blume Capital Management
California
$954K – – –
HAIM
1448
Hunter Associates Investment Management
Pennsylvania
$954K +$176K +3,500 +24%
JF
1449
Jump Financial
Illinois
$952K +$909K +18,069 New
SNBOSCI
1450
Security National Bank of Sioux City Iowa
Iowa
$951K -$14.6K -290 -2%
56 57
58
59 60